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1,309 hedge funds and large institutions have $30.6B invested in Aflac in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 400 increasing their positions, 523 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more funds holding in top 10

Funds holding in top 10: 1529 (+14)

81% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 64

31% more call options, than puts

Call options by funds: $391M | Put options by funds: $298M

9% more capital invested

Capital invested by funds: $28B → $30.6B (+$2.61B)

3% more funds holding

Funds holding: 1,2721,309 (+37)

0.61% more ownership

Funds ownership: 66.38%66.99% (+0.61%)

24% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 523

Holders
1,309
Holders Change
+37
Holders Change %
+2.91%
% of All Funds
20.77%
Holding in Top 10
29
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+93.33%
% of All Funds
0.46%
New
116
Increased
400
Reduced
523
Closed
64
Calls
$391M
Puts
$298M
Net Calls
+$93M
Net Calls Change
-$84.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
276
Benjamin F. Edwards & Company
Missouri
$5.83M +$32.6K +439 +0.6%
PFS
277
Prospera Financial Services
Texas
$5.82M -$140K -1,885 -2%
MOACM
278
Mutual of America Capital Management
New York
$5.81M -$255K -3,435 -4%
MWM
279
Modera Wealth Management
New Jersey
$5.78M -$73.1K -985 -1%
Los Angeles Capital Management
280
Los Angeles Capital Management
California
$5.74M +$5.11M +68,860 +1,163%
HEIP
281
Hudson Edge Investment Partners
New Jersey
$5.73M -$356K -4,798 -6%
GCAC
282
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.71M -$126K -1,702 -2%
VanEck Associates
283
VanEck Associates
New York
$5.66M +$182K +2,456 +3%
IFAM
284
Institutional & Family Asset Management
Colorado
$5.65M -$260K -3,505 -5%
LWP
285
LMG Wealth Partners
Louisiana
$5.63M -$29.8K -402 -0.5%
MPM
286
Meritage Portfolio Management
Kansas
$5.59M -$121K -1,628 -2%
CGH
287
Crossmark Global Holdings
Texas
$5.53M -$5.66M -76,212 -52%
EF
288
Exeter Financial
Arizona
$5.4M -$128K -1,720 -2%
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$5.35M -$431K -5,812 -8%
NAM
290
Nissay Asset Management
Japan
$5.31M +$103K +1,382 +2%
BAMF
291
BI Asset Management Fondsmaeglerselskab
Denmark
$5.27M -$1.4M -18,851 -22%
PP
292
Prudential plc
United Kingdom
$5.24M +$2.4M +32,288 +90%
MCM
293
Monarch Capital Management
Indiana
$5.18M -$67.6K -910 -1%
BCM
294
BluePath Capital Management
Georgia
$5.12M +$4.95M +66,732 New
RCM
295
Radnor Capital Management
Pennsylvania
$5.06M +$4.9M +65,977 New
JMPWA
296
JP Morgan Private Wealth Advisors
California
$5.03M +$12.4K +167 +0.3%
AIP
297
Ameritas Investment Partners
Nebraska
$4.96M -$839K -11,296 -15%
Caisse de Depot et Placement du Quebec (CDPQ)
298
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.94M +$4.54M +61,200 +1,899%
BCFS
299
Butensky & Cohen Financial Security
Florida
$4.89M -$174K -2,342 -4%
PAM
300
Peninsula Asset Management
Florida
$4.87M -$109K -1,465 -2%

AFL Hedge Fund Activity: Q3 2023 in Review

1,309 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2023, worth a combined $30.6B — up 9.3% from $28B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AFL positions and 64 closed out — a net gain of 52 holders — while 400 added to existing stakes and 523 trimmed.

The largest buyer was Amundi, adding an estimated $61.2M. The largest seller was Bank Julius Baer & Co, cutting an estimated $74.7M.

  • 1,309 institutional investors held Aflac (AFL) as of Q3 2023, up from 1,272 in Q2 2023.
  • Funds reported $30.6B of Aflac stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 116 funds opened new Aflac positions in Q3 2023 and 64 closed out, a net change of +52 holders.
  • The largest Aflac buyer in Q3 2023 was Amundi, an estimated $61.2M added.
  • The largest Aflac seller in Q3 2023 was Bank Julius Baer & Co, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2023.